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Virtus Investment Partners

229 hedge funds and large institutions have $1.08B invested in Virtus Investment Partners in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.01B → $1.08B (+$73.3M)

4% more ownership

Funds ownership: 80.18%84.19% (+4%)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 243229 (-14)

35% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 40

Holders
229
Holders Change
-14
Holders Change %
-5.76%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
82
Reduced
77
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
201
Medallion Wealth Advisors
Connecticut
$2.85K
SWP
202
Strategic Wealth Partners
Ohio
$2.47K
AGWCA
203
Annis Gardner Whiting Capital Advisors
Florida
$2.28K
PS
204
Principal Securities
Iowa
$2.28K
NB
205
NBT Bank
New York
$2.28K +$35K +178 +1,483%
WTC
206
WhitTier Trust Company
Nevada
$2.11K
HFS
207
Hantz Financial Services
Michigan
$2K +$590 +3 +43%
SS
208
SBI Securities
Japan
$1.9K +$590 +3 +43%
MIM
209
MTM Investment Management
South Carolina
$1.71K
FC
210
Financial Consulate
Maryland
$1.52K +$1.57K +8 New
PWMG
211
Prestige Wealth Management Group
New Jersey
$1.33K
CTB
212
Country Trust Bank
Illinois
$1.33K
TIM
213
Tortoise Investment Management
New York
$1.33K +$197 +1 +17%
BFS
214
Bare Financial Services
Pennsylvania
$1.14K
FG
215
Fairman Group
Pennsylvania
$1.14K
JFA
216
JNBA Financial Advisors
Minnesota
$951
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$950
SWM
218
Spire Wealth Management
Virginia
$950
ASN
219
Advisory Services Network
Georgia
$950 +$984 +5 New
SS
220
Sunbelt Securities
Texas
$950 +$984 +5 New
BGAI
221
Bruce G. Allen Investments
Colorado
$760
BIA
222
Bell Investment Advisors
California
$571
CT
223
Clearstead Trust
Maine
$571
HFS
224
Hughes Financial Services
Virginia
$487 -$590 -3 -50%
FGA
225
Fortis Group Advisors
New Jersey
$475

VRTS Hedge Fund Activity: Q3 2025 in Review

229 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2025, worth a combined $1.08B — up 7.3% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of VRTS and 26 opened new positions — a net loss of 14 holders — while 77 trimmed existing stakes and 82 added.

The largest buyer was Victory Capital Management, adding an estimated $23.6M. The largest seller was BlackRock, cutting an estimated $5.39M.

  • 229 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2025, down from 243 in Q2 2025.
  • Funds reported $1.08B of Virtus Investment Partners stock for Q3 2025, up 7.3% quarter-over-quarter.
  • 26 funds opened new Virtus Investment Partners positions in Q3 2025 and 40 closed out, a net change of -14 holders.
  • The largest Virtus Investment Partners buyer in Q3 2025 was Victory Capital Management, an estimated $23.6M added.
  • The largest Virtus Investment Partners seller in Q3 2025 was BlackRock, an estimated $5.39M sold.

Based on aggregated 13F filings for Q3 2025.